Eric Shepherd Email & Phone Number

Vice President, Advanced Planning @ Fidelity Investments

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Eric Shepherd Location

Plainville, MA, US

Eric Shepherd Work

2025 - now Vice President, Advanced Planning @ Fidelity Investments
2022 - 2025 Director, Regional Trust Specialist @ FIDELITY PERSONAL TRUST COMPANY FSB
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2010 - 2022 Estate Planning Attorney @ Law Office of Eric S. Shepherd

2017 - 2022 Tax Accountant @ Shepherd Tax Services

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Eric Shepherd Education

Roger Williams University School of Law
Juris Doctor (Law)
2007 - 2010
American InterContinental University
Bachelor of Business Administration - BBA (Accounting and Finance)
2006 - 2007

Eric Shepherd Summary

Eric Shepherd, based in Plainville, MA, US, is currently a Vice President, Advanced Planning at Fidelity Investments. Eric Shepherd brings experience from previous roles at Fidelity Personal Trust Company, Law Office of Eric S. Shepherd and Shepherd Tax Services. Eric Shepherd holds a 2007 - 2010 Juris Doctor in Law @ Roger Williams University School of Law. Eric Shepherd has 1 emails and 2 mobile phone numbers on RocketReach.

Eric Shepherd Emails

Found 1 emails

@fidelity.com

Eric Shepherd Phone Numbers

Found 4 phone numbers

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